Geneos Wealth Management Inc. Franklin Dynamic Municipal Bon Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,071 shares of FLMI stock, worth $76,345. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,071
Previous 4,071 24.56%
Holding current value
$76,345
Previous $99,000 25.25%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
SELL
$23.57 - $24.6 $23,570 - $24,600
-1,000 Reduced 24.56%
3,071 $74,000
Q1 2025

May 07, 2025
SELL
$24.22 - $24.86 $9,978 - $10,242
-412 Reduced 9.19%
4,071 $99,000
Q2 2024

Jul 23, 2024
BUY
$24.06 - $24.54 $73,888 - $75,362
3,071 Added 217.49%
4,483 $109,000
Q1 2024

May 03, 2024
BUY
$24.08 - $24.53 $9,920 - $10,106
412 Added 41.2%
1,412 $34,000
Q1 2023

Apr 25, 2023
BUY
$23.45 - $24.2 $23,450 - $24,200
1,000 New
1,000 $23,000

Others Institutions Holding FLMI

# of Institutions
149
Shares Held
20.3M
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN DYNAMIC MUNICIPAL BON

FLMI Quotes by TradingView
  • Ticker FLMI
  • Sector ETFs
  • Industry ETFs
More about FLMI
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